sugar u: session 6: advanced ui customizations in sugar

Advanced UI Customizations in Sugar

Sugar U

Steve “Kaz” Kasinetz

Atcore Systems - Chief Technology Officer

04/11/2023 ©2012 SugarCRM Inc. All rights reserved. 2

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Sugar as A Platform

04/11/2023

©2012 SugarCRM Inc. All rights reserved. 3

Flexible Intuitive Open

Brings YOU a simplified UI

Works the way YOU work

Integrates with YOUR environment

Tweet: #SCON1204/11/2023 ©2012 SugarCRM Inc. All rights reserved. 4

What User’s See


Reports

Workflow

Security

DB

Mobile

Upgrades

Email Social


Common ComplaintsToo many

subpanels. Too much

info

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Much Maligned Subpanels


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Highly configured customer screen.

18 subpanels condensed to 1 screen

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jQuery for Filterable Sortable Subpanels


Common ComplaintsI want to

see different data for different records


Contacts can be different “Types” of People – Customers,

Volunteers, Board Members, etc.


System automatically allows users to perform different

actions based on roles and user data


Common RequestIf I could only have

user defined fields…


Common RequestIf I could only have surveys


Common RequestIf I could

only survey many

people at once


Common RequestIf I could only have

Kaz


Common ComplaintsDamned

Duplicates


Input Bare Minimum Info


Show Possible Matches


Batch De-Dupe


Common ComplaintsHow does Sugar do

Telemarketing?


OOTB Lead Qual


Telemarketing – A Better way


Common QuestionsHow can I integrate

SugarCRM & Facebook?


Facebook-Sugar Connector Features

Contacts

• Add Contacts to SugarCRM• View SugarCRM Activities• Create Tasks in SugarCRM

Events

• Create Personal Events in Sugar• Create Fan Page Events in Sugar• Synch Attendees

Contacts

Events

• Synch Attendees• View FB Wall• Post to Wall• Match FB Friends to Sugar

Contacts• Quick Add Attendees• Event Calendar• Quick Create Sugar Campaign

• Link Contacts to FB Friends• View FB Wall• Post to FB Wall• View FB Profile• View Other FB Friends• View Events


Social Integration


Common QuestionsHow can I

change the Quotes

module?


Quotes with jQuery


Common QuestionsHow can I get a “real” iPad App

for Sugar?


Submit Session Feedback

Select the SugarCon Mobile App: 1) Tap on this session2) Tap on survey3) Submit your feedback

*Prizes for attendees who submit session feedback using the Mobile App


#SCON12

sugar u: session 6: advanced ui customizations in sugar

News & Politics

scon122012 sugarcrm

sugarcrm view fb profile

common questionshow

common requestif

sugar campaigntweet

ootb lead qualtweet

wall match fb friends

personal events